← Back to searchVisit website
WILKINSON CAPITAL MANAGEMENT, LLC
CRD 284315 · SEC 801-108286
4517 ALLENDALE DRIVE, ST. PAUL, MN, 55127, United States
Phone
(651) 330-8552
Fax
(651) 219-5192
Registration
— (—)
Source
State registered
Total AUM
$97.0M
Discretionary AUM
$97.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $24.0M |
| High net worth individuals | 36 | $73.0M |
All web addresses on file
Official SEC filing: View on IAPD